Skip to main content

About your Search

20130101
20130131
Search Results 0 to 7 of about 8
carefully before investing. >>> welcome back to "squawk" this morning. making headlines, samsung electronics says it's likely earned a quarterly profit of $8.3 billion, selling about 500 handsets a minute. samsung also benefiting from a pickup in demand for flat screens it makes for mobile devices, including those for rival apple products. but some analysts say investors are concerned samsung's momentum may slow in the first half. also at ces they're selling a $20,000 television that starts -- >> what? >> the new tvs start at 60 inches and go up to 100. >> 85? >> i heard about it. >> 85, that's -- >> life size at some point? >> oh, no. we wanted -- >> right. >> it will be in like two years. >> wait. that would be -- it would be more expensive to remodel your living room. >> now to sports and i like the sweater. i like you in that sweater. that's the sweater. >> i was in wisconsin when you said that i wore -- >> i don't think the guy could wear a sweater. but you're casual. you got the casual, almost a suito jean type thing going on. >> do a couple interviews in the field today and this is wh
to address. >> brian, we got to let you go. real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of
know, we don't like apple any more in the market and apple is killing r.i.m. we don't trade samsung. samsung's killing r.i.m. who's not killing r.i.m. nokia? >> we had an analyst saying all the things that were bad about amazon and how this is ahead. every time he said something bad, i played that -- >> i saw it. i saw it. i know. >> he looked over at the monitor, i think he thought jeff was listening for a minute. >> he was also thinking, oh, man, now i won't be able to talk to bassos anymore. >> that was a great interview. >> it never gets old, i will admit it. it never gets old. >> i'm glad we saved that. >> how about showing being completely wrong, not helping anyone. really making it impossible on amazon. he still comes on. that's my kind of guy. >> but jim, i said the metrics for apple at 700, every valuation number was cheap. whereas everyone for amazon here is expensive. yet look, you know, the market seems to know more than this. >> how about the guy putting on about a 50 p, where did he come on that? pin the tail on the pe? >> come up with whatever you want. >> there is no
such as samsung. apple has dipped below the $500 mark in premarket trading this morning and that's the first time that's happened since last february 16th. so, it's like a roller coaster. i don't know if it comes back up the other way, though. >> why don't we talk about some of other other headlines as well. oracle has released an emergency update to its widely used java web blousing software after the u.s. government urged pc users to disable java last week because of a security vulnerability. oracle says the fix addresses two issues. some experts say the fix does not deal with the other flaws. >>> also bankrupt hostess is selling six bread brands to rival flour foods for $390. that includes wonder bread. hostess has not yet announced winning bidders for its snack brands but that is expected to take place within the next few weeks. >>> and finally u.p.s. is abandoning a nearly $7 billion deal to buy amsterdam's tnt express. that comes on word that european regulators would have rejected the deal as currently -- as it was currently set up. u.p.s. had first offered to buy tnt. europe's secretary l
pod. i feel all along they should have done that with the phone. samsung is for real and other carri carriers that dictate a lot of demand trends. i like the strategy. i think they can gain margin through scale and sell a lot of accessories and services through that. that's a little hard to stole my investors and my clients sometimes. i think that the ipod way, they went after it and they didn't let anybody do anything in that music player market. i actually think that's the way to go in phones. now that we've passed that time, they need to be a little careful. they can do a phone with a 40% margin, below the current but not below others. >> and some people anticipated in part they sold so many of the iphone 5 more than expected. is that good news for apple? >> it's a mixed news. actually, i think the big news of verizon, they sold more iphones than expected but sold more old iphones. half were iphone 4s and 4 ss. those actually carry a higher margin than iphone 5. the gross margin may be surprising given the mix of old iphones was stronger than expected and i expect it continues. wh
. >> qualcomm? >> it's secular growth. samsung is going to do well. visa and mastercard are growing double digits. consumers all over if world, it's clipping coupons. you're not taking any credit risks. and we know more people are moving away from cash. look at companies doing that as opposed to a lot of investors say, well, i want that 6% dividend and i'll be happy with that. >> okay. and you talked about ford for a while. >> ford. their secular growth rate is there for you. you look at the auto companies, they're still growing. the average car is 11 years old. they have greater national exposure. they've just doubled their dividend. it's a dividend stock now with growth. a year ago, it didn't have a dividend. it wasn't investment grade. but you're up 40%. maybe you don't chase it now, but -- >> all right. so, joe, when we started the year, we did that, you know, that deal for the fiscal cliff. i don't know how you refer to it at this point. no one liked it. >> deal with the devil, joe? >> well, no. it was enough. it was enough. it got us through that period. then we said, well, we've got
china buying 400 phones. >> and samsung is getting huge market share. by the way, the coolest new phone you'll ever see in your whole life, they now make a screen that doesn't break. >> what? >> it's foldable, twistable, you can't break it. >> have you broken a screen on your phone? >> no, but people are constantly breaking phones. you drop them on the floor and they break. anyway, amazon is taking aim at apple's i tune store unveiling amazon autorip. it's free versions of music cds they pufr chased. analysts hope it will encourage more people to use the class service. >> how would you know whether you were being a really good lincoln or not? how do we know how he acted and how he talked? how would you know if someone was a really good -- other than just good makeup? how would you know whether it was good performance? >> it's guesswork. it doesn't sound like daniel day-lewis. >> but they're saying that he is -- that no one should even show um, that is nominated with him because he's going to win. but how do you know he's realistic? >> it is amazing considering he's european and -- >> bu
. but i think apple is still growing, they're still -- there's no lines anymore if samsung is making fun of. that's going to be a problem for me. right now there's still lines and they're still growing and margins are still high. just not as much as they used to be. >> jon? >> you know, i think it's interesting that became was up so much yesterday powering the dow. this apple story is kind of like between the facebook ipo and ibm. ibm does so well at managing expectations. they're an extreme case of managing both expectations, and their earnings. facebook totally whipped it on their ipo by not correcting managing expectations. it seems like apple is sort of in that facebook wheelhouse trying to get more like ibm. right now, they're in the midst of a cycle where they redesigning a bunch of products. margins are down. but in terms of the number of iphones that they're shipping, very high. i mean, that's something that investors certainly need to think about. >> all right, john, thank you very much. daniel, thank you. we appreciate it. >> my pleasure. >> the world economic forum is just hea
Search Results 0 to 7 of about 8